See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,895 | $106,543-74.8% | $91,220-70.5% | $134,475-80.0% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -15.37% | 160.60%-176.0pp | 114.01%-129.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $561 | $3,331-83.2% | $2,850-80.3% | $4,740-88.2% |
| Participant deferral / active EE | $984 | $4,719-79.1% | $4,234-76.8% | $6,400-84.6% |
| Admin fee / account holder | $263 | $6,231-95.8% | $5,420-95.1% | $11,426-97.7% |